Configuring Salesforce

Salesforce is a cloud-based customer relationship management (CRM) software solution, that provides tools for building apps, with narrowly-defined requirements. However, as the requirements become more complex, you may be required to write a lot of code.

ManyWho massively reduces the need to code, and when coding is required, we use standard languages.

Here is how you can integrate Salesforce with ManyWho:

Required:

  • ManyWho username, password. (If you do not have a ManyWho login, please click here to request one.)
  • Salesforce username, password. (You can create a Salesforce account here. It is recommended you use the Developer Edition to test out the integration first.)

Installing ManyWho in Salesforce

You will use the Salesforce Package Manager to install ManyWho in the Salesforce org.

  1. For Production and Developer editions, click here or copy-paste this URL to your browser: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t36000000wVg1
    For Sandboxes, click here or copy-paste this URL to your browser: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t36000000wVg1
    . You will see this:
    screen-shot-2016-10-10-at-11-08-03-am-minishadow
  2. Select Rename conflicting components in package in What if existing component names conflict with ones in this package? (Unless you already have Salesforce configured for ManyWho, there will not be a conflict in component names.)
  3. Select Install for All Users and click Install.
  4. Check the box under SSL Encrypted for flows.manywho.com.
    screen-shot-2016-10-10-at-11-15-47-am-minishadow
  5. The box under SSL Encrypted for salesforce-staging.manywho.com should be checked.
  6. The box under SSL Encrypted for salesforce.manywho.com should be checked.
  7. Check the Yes, grant access to these third-party web sites box.
  8. Click Continue.
  9. Wait for a few seconds as the application is installed.
    screen-shot-2016-10-10-at-11-27-21-am-minishadow
  10. You will see the Installation Complete screen when the installation is finished. Click Done.
    screen-shot-2016-10-10-at-11-28-14-am-minishadow
  11. You can now see ManyWho OS in the list of your Installed Packages.
    screen-shot-2016-10-10-at-11-47-56-am-minishadow

You should also have a mail in your Inbox from Salesforce, with the subject: ‘Package ManyWho OS Install Successful’.


Configuring network access
  1. Click Setup in Salesforce.
    screen-shot-2016-10-10-at-11-56-05-am-minishadow
  2. In the Administer section on the left-hand-side navigation, expand the Security Controls menu and click on Network Access.
    screen-shot-2016-10-10-at-12-03-09-pm
  3. You will now create three new Trusted IP Ranges. Click the New button next to Trusted IP Ranges.
    screen-shot-2016-10-10-at-12-07-51-pm
  4. Under Please specify IP range, copy-paste 54.164.117.86 in Start IP Address and 54.164.117.86 in End IP Address.
  5. Click Save.
    screen-shot-2016-10-10-at-12-11-53-pm-minishadow
  6. Click the New button next to Trusted IP Ranges.
  7. Under Please specify IP range, copy-paste 54.88.201.125, in Start IP Address and 54.88.201.125, in End IP Address.
  8. Click Save.
  9. Click the New button next to Trusted IP Ranges.
  10. Under Please specify IP range, copy-paste 54.84.53.201 in Start IP Address and 54.84.53.201 in End IP Address.
  11. Click Save. After the IP addresses have been added, the Network Access screen will list the new IP addresses.
    screen-shot-2016-10-10-at-12-18-42-pm

Setting the tenant in Salesforce
  1. Click Setup.
  2. In the Build section, expand Develop, and click on Custom Settings.
  3. Click the Manage Action for ManyWho.
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  4. Click New.
  5. In the ManyWho Information section, enter Default for Name.
  6. Enter your Tenant Id for the Tenant Id field and click Save.
    screen-shot-2016-11-15-at-2-20-11-pm-minishadow

Enabling Identity features

Salesforce uses OAuth 2.0 for identification and authentication. We can set up an account such that ManyWho users can login to their Salesforce org without needing to enter their username and password each time.

  1. In the Build section on the left-hand-side navigation, expand the Create menu and click on Apps.
    screen-shot-2016-10-11-at-5-29-51-pm-minishadow
    This opens the Apps screen.  
  2. Click New in Connected Apps.
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    This opens the New Connected App screen.
  3. In the Connected App Name field, type ManyWho.
  4. In the API Name field, type ManyWho.
  5. In the Contact Email field, enter your contact email. This is what the screen looks like now:
    screen-shot-2016-10-11-at-6-16-20-pm-minishadow
  6. Check the box for Enable OAuth Settings under the API (Enable OAuth Settings) section. This expands the API (Enable OAuth Settings) options.
    screen-shot-2016-10-11-at-6-22-04-pm-minishadow
  7. In the Callback URL field, enter: https://flow.manywho.com/api/run/1/oauth2
  8. Under Available OAuth Scopes in Selected OAuth Scopes, select Full access (full) and click Add. This populates the Selected OAuth Scopes field with Full access (full).
  9. Click Save.

This creates a connected app named ManyWho. The ManyWho app screen lists relevant app details like Version, API Name, Created Date, etc. Under API, you will find a Consumer Key and a Consumer Secret (which is revealed on clicking). We will use these two values when we are adding the Salesforce Service in ManyWho.

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Adding Salesforce Service in ManyWho

You can use the same Salesforce account across multiple tenants.

Here is how you can add the service integration:

  1. Click LOG IN to login to the ManyWho Drawing Tool, select Services from the sidebar, and click New Service.
  2. In the Name field, enter Salesforce Service.
  3. In the The URL for the Service field, copy-paste: https://salesforce.manywho.com/plugins/api/salesforce/1 and click Continue.
  4. Click Select or create a new Value in Value for AuthenticationUrl.

  5. Click Create a new Value.
  6. The Name field should read Salesforce AuthenticationUrl.
  7. The What kind of Value is this? field should say String.
  8. In the Default Value field, enter your Salesforce authentication URL https://login.salesforce.com (Note: This is the URL for the Salesforce Developer edition. For sandboxes, this is https://test.salesforce.com.)
  9. Click Save.

    This saves the configuration for Salesforce AuthenticationURL.
  10. Click Select or create a new Value in Value for Username.
  11. Click Create a new Value.
  12. The Name field should say Salesforce Username.
  13. The What kind of Value is this? field should say String.
  14. In the Default Value field, enter your Salesforce username (Example: [email protected]) and click Save. (Note: This is needed for design time access.)
  15. Click Select or create a new Value in Value for  Password.
  16. Click Create a new Value.
  17. The Name field should say Salesforce Password.
  18. The What kind of Value is this? field should say Password.
  19. In the Default Value field, enter your Salesforce password and click Save.
  20. Click Select or create a new Value in Value for ChatterBaseUrl.
  21. Click Create a new Value.
  22. The Name field should say Salesforce ChatterBaseUrl.
  23. The What kind of Value is this? field should say String.
  24. In the Default Value field, enter your Chatterbase URL. You can find your Chatter base URL by logging into Salesforce, and looking at the URL in the browser. The Chatter base URL default value should be in the format of https://xxxx.salesforce.com. For example, if you have an URL:  https://na30.salesforce.com/etc./etc., the Chatter base URL will be: https://na30.salesforce.com
  25. Click Save.
  26. Click Select or create a new Value in Value for AdminEmail.
  27. Click Create a new Value.
  28. The Name field should say Salesforce Admin Email.
  29. The What kind of Value is this? field should say String.
  30. In the Default Value field, enter your Salesforce Admin email and click Save.
  31. Click Select or create a new Value in Value  for Consumer Secret.
  32. Click Create a new Value.
  33. The Name field should say Salesforce Consumer Secret.
  34. The What kind of Value is this? should say Password.
  35. In the Default Value field, enter your API Consumer Secret.

    You can find your API Consumer Secret in Salesforce > ManyWho (connected app) > API (Enable OAuth Settings).
  36. Click Save.
  37. Click Select or create a new Value in Value  for Consumer Key.
  38. Click Create a new Value.
  39. The Name field should say Salesforce Consumer Key.
  40. The What kind of Value is this? field should say Password.
  41. In the Default Value field, enter your API Consumer Key. You can find your API Consumer Key in Salesforce> Apps> Connected Apps> ManyWho> API (Enable OAuth Settings).
  42. Click Save. This is what the configuration screen looks like now:

    We do not need to populate the remaining values at this time.
  43. Click Continue. You may have to wait a few seconds as the Salesforce integration is added to your ManyWho tenant.
    Once the integration is installed, you will see a confirmation screen.
    screen-shot-2016-10-13-at-2-09-57-pm-minishadow

The Salesforce integration is now complete. Get building your own app, or check out our tutorial on how to build a Salesforce lead manager app.

Check out the ManyWho glossary for a definition of terms and key concepts that appear in the ManyWho website, Drawing Tool, technical documentation, blogs, and marketing communications.

If you need to take a closer look, click on the images to enlarge them. Have a question? Click the Help button on the bottom right-hand corner of this page to ask.